How can I manage what my deputies can see?

You have full control over what your deputies can and can’t access and when. To manage which items of your Everplan your deputies see from the web app:

1. Go to the My Deputies page from Secure Sharing.
2. Select Manage on the deputy whose permissions you want to change.
3. If given a choice, select Shared items.
4. Change what the deputy can see by selecting Share now for immediate access, Share after death for when you want to keep the item locked until after you're gone, or Do not share for keeping the item hidden.
5. Select Save.
6. You should see the new permissions listed.
7. Active deputies are notified of changes in your plan in a weekly digest email. Pending deputies will see the updated items when they accept the invitation.

To manage which items of your Everplan your deputies see from the mobile app:

1. Select Sharing button listed in the bottom navigation.
2. Select the deputy whose permissions you want to change.
3. Select Edit in the top right corner of the screen and select Shared Items.
4. Change what the deputy can see by selecting Share now for immediate access, Share after death for when you want to keep the item locked until after you're gone, or Do not share for keeping the item hidden.
5. Select Save in the top right corner.
6. You should see the new permissions listed.

If you added “after death” permission, don’t forget to appoint an unlocker.